Review recent documents from a credential template
Get a recurring list of documents created from a specified template, with the newest activity first.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List documents by template
Lists documents created from a template, newest first.
Why this helps
Finding recent outputs from a template takes extra searching when document activity is not reviewed regularly.
- Retrieve documents generated from a specified template.
- Review results in descending creation time order.
- Make recent output activity easier to check on a recurring schedule.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Docugenerate once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it for the template document review.
- 3Tell Notis to list documents generated from the specified Docugenerate template and summarize the returned metadata in the run report.
- 4Pick a recurring schedule and choose where run reports should go.
- 5Test with a real template ID and confirm the returned list.
Questions about this workflow
What does the action need?
It needs the ID of the Docugenerate template whose generated documents should be listed.
Can it retrieve a download URL?
The listed action returns documents generated from a template. Use the returned metadata to identify results; this action is intended for listing those documents.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Docugenerate. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Docugenerate actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Generate documents from template
Generates documents by merging data into a template.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Delete Document
Permanently deletes a document from storage.
Delete template
Permanently deletes a template and all its stored versions.
Update Document
Renames an existing generated document.
Get document by ID
Retrieves a document’s details and download link by ID.
Get or list templates
Retrieves or lists existing templates.
Get template by ID
Retrieves a template’s details by ID.
Update Template
Updates a template’s file and settings.
Connect any two apps with Notis in the middle.
Accredible certificates and Docugenerate, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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